New Configuration Options in Learning Plan v2

Learning Plan Instructions

In earlier versions, we had only two settings:

• Active Instructions - displayed on the Application when it was time to submit AND displayed in the WF form when you click the Submit button.

• Passive Instructions - displayed on the Application when the Application could not be submitted

In NGLP, we have four settings:

• Active Instructions - displays on the WF form ONLY

• Unmet Requirements Instructions - displays on the Application when the Application cannot be submitted

• Passive Instructions - displayed on the Application when the Application could not be submitted

Learning Plan Workflow Quick Actions / Workflow overview

In v1 mode, we did not expose Quick Actions on the Learning Plan Completion Workflow step. In v2, we expose the ellipsis that allows Quick Actions on the Learning Plan Action button, as well.

We have also moved the Workflow Entity View (a.k.a., Overview) to behind the Quick Actions ellipsis.

WARNING: Because the Learning Plan Workflow button did not use to have visibility on the Learning Plan itself, it is possible that your Workflow Step Quick Actions do not hide all of the Quick Actions appropriately. Make sure to test visibility from the Practitioner view in UAT to manage visibility rules.

Configure “Complete Any” Label

In v1, we could not alter the “Complete Any” label. As long as a value existed in the Complete Any setting, the term “Complete Any” would display.

In v2, we can specify the text that displays, and we can control whether the label displays, just like any other column label.

Configure whether Overview shows on the Task Group header

In v1, we always showed the Overview icon, which allowed people to see a read-only summary of all of the items in that Task Group.

In v2, we can hide the Overview icon for programs that have found the Overview distracting.